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FIRM OVERVIEW

At Fund Evaluation Group, LLC (FEG), we collaborate with our clients to help them fulfill their mission and achieve their investment goals. FEG is an independent, employee-owned, full-service investment advisory firm with over 30-years of stability and growth. We offer in-depth education on current investment strategies and trends, based on sound research principles.

FEG AT A GLANCE

  • Investment advisory services for institutions and financial advisors
  • Over 30 years of professional investment experience
  • Internal research engine powered by tenured investment professionals
  • Approximately $69 billion in assets under advisement1
  • Independent and 100% employee-owned
  • Locations in Cincinnati, Dallas, and Indianapolis

 

1 As of June 30, 2018, Assets under Advisement (AUA) include discretionary and non-discretionary assets of FEG and its affiliated entities. These assets are typically non-discretionary. Some asset values may not be readily available at the most recent quarter end; therefore, the previous quarter's values were used for this calculation. The values may be higher or lower, depending on the current market conditions. Of the $69bn AUA, FEG's total assets under management (AUM) are $6.5bn which includes discretionary ($4.8bn) and non-discretionary AUM ($1.7bn).